With the acquisition of Elpida and the 16 nm NAND milestone, maybe Micron is now in a stronger position this year against Samsung and SK Hynix? Nice move with Toshiba-SanDisk surprisingly stalled at 19 nm.
The semiconductor consolidations in Japan will continue to be disfunctional until they are under the control of a CEO tasked with true change and focused on transforming the businesses to healthy profit. The recent consolidation fad that is sweeping the Japanese semi market is merely Thelma & Louise hugging as they drive over the cliff.
If samsung could ramp up it's chinese capacity really fast and cheap this could be bad news for micron. MU took 4+ years to swallow inotera and make it functionning. after all elpida is an expensive/ low quality capacity.
@Junko: Agreed. Japan has worked hard for years to get its many vertically oriented electronics giants to consolidate into fewer more focused and nible firms. But the industry seems to be maturing at a faster rate than they could change.
Years ago you and lammers covered how Japan was on the rise in electronics and the US fought tooth and nail for its share of the pie in fear it was behind. Now the tables are turned to some extent--although it seems the big winner these days is probably more Samsung than Micron.
@Ron: I know what you mean -- this title can be taken multiple ways -- it's funny how often this sort of thing happens -- it happens to me all of the time -- sometimes I write something understanding it to mean one thing, and then on re-reading my own material a couple of days later I read it understanding it to mean something else (or I think "what the heck did I mean by that?")